Genmab — Maj 2019

[E_L]

Also for me @bongobob @gentogen ! I was only aware of 4 of them, nice surprise!

[E_L]

JNJ-63898081 is in the clinic and recruiting already... prostate cancer https://clinicaltrials.gov/ct2/show/NCT03926013

[bongobob]

Yes in the JJ slides it is marked as undisclosed target CD3 bispecific

[E_L]

and the other one : A Study of JNJ-67571244 in Participants With Relapsed or Refractory Acute Myeloid Leukemia (AML) or Myelodysplastic Syndrome (MDS) https://clinicaltrials.gov/ct2/show/NCT03915379

[Sukkeralf]

Tak bongobob - på Adis Insight stod Janssen som fuld ejer af JNJ-67571244. Dejligt at Janssen rykker

[E_L]

it was on this May Genmab factsheet also https://ir.genmab.com/static-files/2541bd13-afb9-4c9d-91c4-7ec4c3b0fdc6 , not sure if this was part of the results presentation, but had not seen it

[E_L]

Dr Durie ASCO 2019: The Myeloma Top 10 https://www.myeloma.org/hope-blog/asco-2019-abstracts-released-myeloma-top-10

[E_L]

Note on 8004 "The safety and added efficacy of isatuximab in this setting is thus demonstrated, although the magnitude of added benefit is not as impressive as one might have expected. "

[E_L]

can't believe you have a holiday again in Denmark...

[lahn1]

@EL We need one after last nights party

[Sukkeralf]

E L abstracts 8004 - the last lines: The safety and added efficacy of isatuximab in this setting is thus demonstrated, although the magnitude of added benefit is not as impressive as one might have expected.

[E_L]

lol

[E_L]

and @Sukkeralf did not have his coffee yet either

[Sukkeralf]

he he - just took the first sip......but yes that was too late ! Sorry

[Sukkeralf]

E L although you are working today you still do a tremendous job in here - thanks for that

[E_L]

[Bulder]

fully agree

[Bulder]

Det er vel værd at notere, at hvis JnJ regner med at file 3 duobodies inden 2024, og de alle tre har mia$-potentiale, så vil det give rigtig mange penge, selvom det kun er en-cifrede royalties.

[Sukkeralf]

Man kan vel efterhånden også vende den rundt og sige med Darzalex (sc dosering snart på plads og måske solide tilbage på sporet) og indtil flere Duobodies godt på vej - milestones og royalty må efterhånden udgøre en ret stor udskrivning, så hvorfor ikke beholde det hele selv.

[Sukkeralf]

Altså hvorfor er der tilsyneladende ingen interessae fra JNJ i at købe Genmab - eller blot rygter i markedet, men det kan da være de begynder at genopstå